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WR Wealth Planners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

WR Wealth Planners’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-168
Closed -$11.6K – 587
2023
Q3 		$11.6K Hold
168
– – ﹤0.01% 519
2023
Q2 		$12K Buy
+168
New +$11.5K ﹤0.01% 517

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WR Wealth Planners's MDYG Position: Q4 2023 in Review

WR Wealth Planners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2023, closing a stake of 168 shares — an estimated $11.6K sold.

WR Wealth Planners first reported a position in MDYG in Q2 2023 and held it in 2 quarters. The position peaked at $12K in Q2 2023. 325 funds tracked by Wall St. Rank hold MDYG as of Q4 2023.

  • WR Wealth Planners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 168 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2023, an estimated $11.6K.
  • WR Wealth Planners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $12K in Q2 2023.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.